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Rustic Coastal Pier

Service and Claim Forms

At JPB & Associates, we want to make it simple for clients to find the service or claim forms they need. Below is a list of the carriers we work with, along with guidance on where to locate common forms. If you’re unsure which form you need, or if a link appears outdated, please reach out — we’re always happy to assist.

Corebridge Financial

Common forms include:

  • Policy updates

  • Beneficiary changes

  • Claim forms

Form access: Corebridge Service & Claims Forms 

American National (ANICO)

Common forms include:

  • Policy changes

  • Beneficiary updates

  • Service request forms

Form access: American National Forms Library

Allstate Benefits

Common forms include:

  • Group benefits claim forms

  • Employer group service documents

Form access: Allstate Benefits Forms

National Life Group

Common forms include:

  • Policy service

  • Claims

  • Beneficiary updates

Form access: National Life Group Forms

OneAmerica Financial

Common forms include:

  • Retirement plan service forms

  • Life insurance service requests

  • Claims

Form access: OneAmerica Forms

Royal Neighbors of America

Common forms include:

  • Member benefit claims

  • Service changes

  • Policy updates

Form access: Royal Neighbors Forms

AIG / American General

Common forms include:

  • Death claims

  • Beneficiary changes

  • Policy service request

Global Atlantic / Accordia Life

Common forms include:

  • Policy service forms

  • Claims

  • Beneficiary updates

Form access: Global Atlantic Forms & Claims

Foresters Financial

Common forms include:

  • Member benefits claims

  • Policy change forms

Form access: Foresters Service Forms

North American

Common forms include:

  • Life insurance service forms

  • Claims

  • Policy updates

Form access: North American Forms Library

Lincoln Financial

Common forms include:

  • Claims

  • Policy updates

  • Rider changes

Form access: Lincoln Financial Forms

Mutual of Omaha

Common forms include:

  • Life insurance claims

  • Long-term care claims

  • Service requests

Form access: Mutual of Omaha Forms

If you need assistance completing a form or aren’t sure which one applies to your situation, please contact our office. We’re always happy to help guide you through the process.

Links and forms on this page are provided by their respective insurance carriers. Because carriers may update their documents or websites, some links may change or become outdated. If you encounter an issue or need help locating a specific form, please contact us for assistance.

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